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Institutional Holdings

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Funds Common Holdings

13F filings are submitted 45 days after quarter-end, meaning holdings shown here can be up to 135 days old. Positions may have changed significantly since filing. Use as a directional signal, not a current snapshot.

SkyView Investment Advisors, LLC

Next filing ≈ Aug 14, 2026

GOLDMAN SACHS ACTIVEBETAU.S. LARGE CAP EQUITY ETF$81M

ISHARES CORE S&P 500 ETF$51M

JPMORGAN MORTGAGE-BACKEDSECURITIES ETF$50M

ISHARES MBS ETF$48M

WISDOMTREE U.S. QUALITY DIVIDEND GROWTH FUND$47M

Strategic Wealth Investment Group, LLC

Next filing ≈ Aug 14, 2026

SPDR SERIES TRUST$63M

VANGUARD SCOTTSDALE FDS$40M

AMAZON COM INC$30M

SPDR SERIES TRUST$29M

Intellus Advisors LLC

Next filing ≈ Aug 14, 2026

INVESCO QQQ TRUST$72M

ISHARES GOLD TR ISHARES NEW$51M

VANGUARD DIVIDEND APPRECIATION ETF$48M

AMERICAN CENTURY QUALITY DIVERSIFIED INTERNATIONAL ETF$47M

HARTFORD MULTIFACTOR DEVELOPED MARKETS (EX-US) ETF$41M

Third View Private Wealth, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$46M

AMAZON COM INC$26M

META PLATFORMS INC$26M

MICROSOFT CORP$26M

Sloy Dahl & Holst, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$39M

DIREXION SHARES ETF TRUST$29M

GRAYSCALE BITCOIN MINI TR ET$26M

TRAN CAPITAL MANAGEMENT, L.P.

Next filing ≈ Aug 14, 2026

NVIDIA CORP$46M

ARM HOLDINGS PLC SPONSORED ADR$41M

FERGUSON ENTERPRISES INC COM$38M

AMAZON COM INC$37M

MICROSOFT CORP$35M

Breakwater Capital Group

Next filing ≈ Aug 14, 2026

J P MORGAN EXCHANGE TRADED F$27M

VANGUARD WORLD FD$23M

INVESCO EXCHANGE TRADED FD T$21M

DILLON & ASSOCIATES INC

Next filing ≈ Aug 14, 2026

NVIDIA Corp$149M

Alphabet Inc CL A$56M

Stryker Corp$29M

Castellan Group

Next filing ≈ Aug 14, 2026

EA SERIES TRUST$441M

EA SERIES TRUST$160M

EA SERIES TRUST$21M

CLEARWAY ENERGY INC$6M

NEXTERA ENERGY INC$5M

ZEVIN ASSET MANAGEMENT LLC

Next filing ≈ Aug 14, 2026

iShares Barclays Short Treasury Bond ETF$29M

Alphabet Class C$28M

Nvidia Corp$28M

Tjx Companies$27M

Apollon Financial, LLC

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$36M

SELECT SECTOR SPDR TR$26M

ALPHABET INC$20M

CAMDEN NATIONAL BANK

Next filing ≈ Aug 14, 2026

QUANTA SVCS INC$21M

NVIDIA CORPORATION$20M

VANGUARD TAX-MANAGED FDS$18M

MICROSOFT CORP$17M

Werba Rubin Papier Wealth Management

Next filing ≈ Aug 14, 2026

AMERICAN CENTY ETF TR$82M

AMERICAN CENTY ETF TR$71M

AMERICAN CENTY ETF TR$48M

AMERICAN CENTY ETF TR$33M

Anatole Investment Management Ltd

Next filing ≈ Aug 14, 2026

Lumentum Holdings Inc$138M

SanDisk Corp$122M

Ciena Corp$122M

Circle Internet Group Inc$116M

PDD Holdings Inc$51M

Compass Financial Group, INC/SD

Next filing ≈ Aug 14, 2026

VANGUARD WORLD FD$113M

VANGUARD INDEX FDS$108M

VANGUARD WORLD FD$101M

SCHWAB STRATEGIC TR$97M

VANGUARD WORLD FD$44M

EagleClaw Capital Managment, LLC

Next filing ≈ Aug 14, 2026

TEXAS PACIFIC LAND CORPORATI$72M

NVIDIA CORPORATION$33M

WHEATON PRECIOUS METALS CORP$20M

Affinity Capital Advisors, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$60M

VANGUARD INDEX FDS$60M

DEAN INVESTMENT ASSOCIATES, LLC

Next filing ≈ Aug 14, 2026

Hershey Co/The$12M

Chevron Corp$10M

Xcel Energy Inc$10M

SPDR Bloomberg Barclays Invest$10M

Johnson & Johnson$9M

Symmetry Investments LP

Next filing ≈ Aug 14, 2026

ISHARES TRPut$95M

UNION PAC CORP$44M

ASML HLDG NVCall$41M

VERIZON COMMUNICATIONS INCPut$30M

UIPATH INCCall$25M

LaSalle St. Investment Advisors, LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$81M

VANGUARD INDEX FDS$24M

VANGUARD INDEX FDS$22M

NVIDIA CORPORATION$22M

ALTRINSIC GLOBAL ADVISORS LLC

Next filing ≈ Aug 14, 2026

CHUBB LTD SWITZ$130M

AXIS CAP HLDGS LTD$88M

EVEREST GROUP LTD$75M

WILLIS TOWERS WATSON PLC LTD$72M

Sava Infond d.o.o.

Next filing ≈ Aug 14, 2026

NVIDIA CORPORATION$53M

ALPHABET INC$48M

BROADCOM INC$39M

ARISTA NETWORKS INC$32M

TAIWAN SEMICONDUCTOR MANUFAC$28M

Kora Management LP

Next filing ≈ Aug 14, 2026

NEBIUS GROUP N.V.$110M

NU HLDGS LTD$104M

PDD HOLDINGS INC$50M

MERCADOLIBRE INC$37M

IFC Advisors LLC

Next filing ≈ Aug 14, 2026

VANGUARD INDEX FDS$115M

VANGUARD WORLD FD$69M

ANGEL OAK FUNDS TRUST$62M

PRINCIPAL EXCHANGE TRADED FD$51M

VANGUARD INDEX FDS$38M

WILKINS INVESTMENT COUNSEL INC

Next filing ≈ Aug 14, 2026

CHUBB LIMITED$24M

Rock Creek Group, LP

Next filing ≈ Aug 14, 2026

EA SERIES ROCKCREEK GLOBAL EQUALIT$86M

ISHARES 1 3 YEAR INTL TRS BD$82M

Choice Hotels Intl Inc$69M

JP Morgan Ultra Short Income ETF$65M

ISHARES CORE U.S. AGGREGATE BOND ETF$58M

Forum Financial Management, LP

Next filing ≈ Aug 14, 2026

ALPHABET INC$32M

DIMENSIONAL ETF TRUST$31M

VANGUARD INDEX FDS$18M

DIMENSIONAL ETF TRUST$18M

CONTINENTAL GENERAL INSURANCE CO

Next filing ≈ Aug 14, 2026

SABLE OFFSHORE CORP$226M

DAQO NEW ENERGY CORP$141M

ALPHA METALLURGICAL RESOUR I$132M

GEO GROUP INC$96M

GROUPON INC$43M

561–588 of 2162 funds

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Source: SEC EDGAR 13F-HR filings. Data reflects the most recent quarterly report per fund.